Philip Guziec

The sector is still largely cyclical, but companies with moats will be in the best position to take advantage of long-term secular trends.

Obamacare will benefit some sectors more than others, but poor economy and pricing pressures are the biggest challenges most health-care firms must face.

Analysts say rosy assumptions are already baked into stock prices. 

When basic-materials stocks fall prey to doom-and-gloom scenarios, investors can gain profits that aren’t just cyclical.